Financial ADVSR advisor directory · SEC adviser records
Dynamic financial advisors in Phoenix, AZ
Every SEC-registered investment adviser representative at a Dynamic office in Phoenix, A to Z.
34 registered advisors work at Dynamic in Phoenix, out of 69 at the firm nationwide; it ranks number 13 in the city by advisors. 13 list the CFP designation and 0 are also registered broker representatives.
Dynamic advisors in Phoenix, A to Z
Every Dynamic advisor →- Vincent J. AsaroInvestment adviser rep
- Brian C. BowenInvestment adviser rep
- Brian M. BucellCertified Financial Planner
- James R. CannonInvestment adviser rep
- John A. Davis IIIInvestment adviser rep
- Margot S. DavisInvestment adviser rep
- Sara M. Di RuscioCertified Financial Planner
- Parker E. DubreuilInvestment adviser rep
- Anthony J. FischettiCertified Financial Planner
- Timothy M. GarretsonInvestment adviser rep
- John G. GillespieInvestment adviser rep
- Erin M. GoergenCertified Financial Planner
- Justin B. HardestyInvestment adviser rep
- Marina HernandezCertified Financial Planner
- Matthew M. HoaglinCertified Financial Planner
- Riley S. JohnsonInvestment adviser rep
- Cherie J. JollyInvestment adviser rep
- Michelle A. Kaufman GulkoChartered Financial Analyst
- Shannon N. LarsonInvestment adviser rep
- David J. MatuszakInvestment adviser rep
- Kelly L. McCannInvestment adviser rep
- Thomas S. McCannCertified Financial Planner
- Tomas McMillan IIInvestment adviser rep
- Michael NiewiadomskiCertified Financial Planner
- Roger NusbaumInvestment adviser rep
- Ryan C. OldsCertified Financial Planner
- Christopher E. OrdwayInvestment adviser rep
- Athanassios PanagiotakopoulosInvestment adviser rep
- Stephen M. PeaseCertified Financial Planner
- Ryan T. RippyInvestment adviser rep
- Melissa J. StewartCertified Financial Planner
- Stefan J. WolfInvestment adviser rep
- Jonas M. ZamoraCertified Financial Planner
- Alecsander A. ZariCertified Financial Planner
Dynamic advisors in every city and state →Dynamic: assets, clients and custodians →Advisor Moves: who changed firms this week →
Dynamic advisors in other cities
Salt Lake City, UT 4Chandler, AZ 3Cave Creek, AZ 2McAllen, TX 2Scottsdale, AZ 2Bulverde, TX 1Cabot, AR 1Calabasas, CA 1Camarillo, CA 1Camas, WA 1Durango, CO 1Elkhorn, NE 1Falls City, TX 1Gilbert, AZ 1Goodyear, AZ 1
Other firms in Phoenix
All Phoenix advisors →Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34
Questions
How many financial advisors does Dynamic have in Phoenix?
34 investment adviser representatives are registered at Dynamic offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 69 nationwide. 13 list the CFP designation and 0 are also registered as broker representatives.
Is Dynamic one of the largest advisor employers in Phoenix?
Dynamic ranks number 13 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.
How do I check a Dynamic advisor in Phoenix?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Dynamic office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.